How to Record PHI Disclosures in EHR 24/7
If you need to document an instance where Protected Health Information (PHI) was disclosed, EHR 24/7 provides a PHI Disclosure Log within each patient’s chart. Follow the steps below to locate, record, and review PHI disclosures.
Before We Begin
PHI Disclosures can only be recorded from within a patient’s chart. Make sure you have the correct patient selected before accessing the PHI Disclosure Log.
Steps to Add a PHI Disclosure
- Access the PHI Disclosure Log
- Navigate to the patient’s chart.
- Hover over the Others option in the top menu.
- Under the Chart Information section of the drop-down, select PHI Disclosure Log.
- Start a New Disclosure Entry
- On the PHI Disclosure Log page, click Add Disclosure of PHI.
- A pop-up window will appear where you can enter all disclosure details.
- Enter Reporter and PHI Details
- From the top of the pop-up, select the Reporter.
- Choose the Provider from the drop-down menu.
- Select the Type of PHI Disclosed. Available types include:
- Chart Download
- CMS Quality Measure
- Export Clinical Exchange Information
- Immunizations
- Medical Records
- Other
- Patient List
- Patient Visit Summary
- Syndromes
- Enter the Disclosure Date.
- Complete “Reported To” Information
- In the Reported To section, enter the recipients:
- Name
- Address
- City
- State
- Zip Code
- Purpose of Disclosure
- Select the Patient PHI Disclosed
- Under Patient PHI Disclosed, check all applicable items:
- Name
- Date of Birth
- Address
- Phone
- Medical Records
- Other
- Save the Disclosure
- Click Update to save the PHI disclosure record.
Viewing or Searching Existing PHI Disclosures
Once saved, PHI disclosures will appear on the main PHI Disclosure Log page. You can:
- Search for who the disclosure was reported to, by provider, or by office.
- Sort using a date range.
- Filter using the same PHI types listed earlier.